like materials would do well, so we want to be not overweight the defensives. we want to play continued economic recovery. >> tom: looking for growth there, rob, how about it, is it on your buy list as well? >> you know, i'm not so sure i like overweighting technology at this point. it has come a long way. and i think it might take a little bit of a breather. consumer discretionaries i think should hold up prty well. materials, i like it i would actually for the first time in many years put a toe in the water in financial. i think you might see a little overperformance there, after the drama of the end of this year, beginning of 2-13 is behind us. might be a good opportunity to buy some of the things that get thrown out with the drama and fiscal cliff. >> a lot of those banks have been thrown out, certainly over the past several years. guys, we have to leave it there. a couple of market pros from the midwest, scott ren with wells fargo and rob stein withaser assetmanager. >> tom: sandy has brought some modes of transportation to a stand still across the mid- atlantic and northeastern u.